For the last twelve years, Kelly Lineberger has forged her career alongside the explosion of private equity, specifically building the Ridgemont Equity Partner’s platform. As Principal in the Origination and Capital Markets division, Kelly is challenged to sift through thousands of potential investments. The task is not easy. But knowing when to lead and when to learn has set her up for continued success. In this episode, we’ll explore the evolution of the capital markets function in the increasingly complex private equity industry.  

Guests: Kelly Lineberger, Ridgemont Equity Partners

Listen to the full interview on Apple Podcast here.

As we mature, society often pressures us to avoid failure. Failure is bad and deserves to be feared. But Lauren Soulis, Vice President in the Power & Renewables Group at Prudential Private Capital, missed that lesson early on. Lauren’s natural curiosity and thirst for challenge has set her down a not-so-linear path where she now finances the next generation of power projects that keep our lights on. In this episode, we’ll sit down with Lauren, the mind behind these complex transactions, to explore how the power investment landscape is evolving. 

Guests: Lauren Soulis, Prudential Private Capital

Listen to the full interview on Apple Podcast here.

M&A transactions can appear dauting, involving complex technical and high stakes elements. But at its core, M&A really focuses on leveraging the human relationships and processes of two combined businesses. As a community centric and naturally social person, Gabrielle DiBernadri, an Associate at Ropes & Gray, has found a unique way to share her gifts when advising her private equity clients. We’ll sit down with Gabrielle as she shares her secrets of bringing authenticity and fun into dealmaking and fostering business relationships. 

Guests: Gabrielle DiBernadri, Associate at Ropes & Gray

Listen to the full interview on Apple Podcast here.

“I’m going to do what I love until I don’t love it anymore.” That’s the mantra that has guided Devika Kornbacher on her path from ministry to engineering to law and technology.  Combining her engineering mind and a knack for issue spotting problem solving, Devika has found a career she loves as a Partner in technology transactions and intellectual property at Vinson & Elkins. In this episode, we’ll learn about her journey, obstacles she’s overcome and the mindset that drives her forward today. 

Guests: Devika Kornbacher, Partner — Technology Transactions & Intellectual Property, Vinson & Elkins 

Listen to the full interview on Apple Podcast here.

Unlike stereotypes of lawyers from bygone days, today’s up-and-coming corporate attorneys are refreshingly entrepreneurial, energized and purpose-driven. Tammy Davies exemplifies this new archetype.  In her role as an Associate in the Alternative Lender and Private Credit practice at Paul Hastings, she spends her days helping alternative lenders and investors in complex credit arrangements. What you might not know is how Tammy important her relationships are and how she intends to make an impact through her daily interactions. This episode explores Tammy’s journey into law, obstacles she has overcome and what keeps her energized. 

Guests: Tammy Davies, Paul Hastings

Resources: https://www.paulhastings.com/insights

Listen to the full interview on Apple Podcast here.

Keeping up with data privacy is an enormous challenge for companies of all shapes and sizes. Business leaders need to be ready for quick shifts in data privacy and data protection laws.  This podcast is a conversation between two of the top minds in data privacy and law, Karen Neuman, Partner at the law firm, Dechert and co-chair of the firm’s global privacy & cybersecurity practice and Leah Perry, Chief Privacy Officer & Global Head of Public Policy at Box, a publicly traded Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and application.  We’ll hear about what keeps them up at night, the biggest privacy legal trends in 2021 and tips for how companies can scale whilst adhering to the nuanced privacy laws across different jurisdictions. 

Thank you to this episode’s sponsor, Dechert LLP

Guests: Karen Neuman, Partner and Co-Chair of Global Privacy and Cybersecurity Practice, Dechert LLP; and Leah Perry, Senior Director, Chief Privacy Officer & Global Head of Public Policy, at Box, Inc 

Listen to the full interview on Apple Podcast here.

In our final episode of our 3-part series on affordable and essential housing, we speak with architect Nancy Bastian who specializes in affordable housing projects in Philadelphia.  Whether she is working on senior housing or buildings for families, her goal is to make “people feel like a million bucks” when they reside in a unit she has designed.  “Constraints are awesome”, according to Nancy; low budget, complex approval processes and special needs of tenants require creativity and beauty which makes this work especially fun and rewarding.  

Thank you to this episode’s sponsor, AEW Capital Management 

Speaker: Nancy Bastian, Partner of Cecil + Partners

Resources: Download AEW’s report on Essential Housing 

Listen to the full interview on Apple Podcast here.

In our next episode of our 3-part series on affordable and essential housing, let’s talk about solving the Essential Housing shortage.  Julie Kittler is a real estate investor and asset manager specializing in the multifamily sector. Nicknamed “The Secret Weapon”, Julie oversees the performance of 28,000 rental units in her team’s portfolio.  With this vantage point, Julie sees opportunities across the real estate spectrum from Class A to Essential Housing, and helps us understand why institutional investors might find essential housing a natural fit in their core portfolios. 

This episode is presented by AEW Capital Management 

Speaker: Julie Kitler, Investment Manager and Multifamily Team Leader, AEW

Resources: Download AEW’s report on Essential Housing 

Listen to the full interview on Apple Podcast here.

In the first of our 3-part series on affordable housing, we’ll try to understand the problem.  There is a shortage of housing today in the segment of the United States housing market which services low and moderate income workers – called Essential Housing or sometimes Affordable Housing. Essential Housing renters have few housing choices that they can afford in locations where they would like to live. What’s driving this supply and demand imbalance? What makes something unaffordable? How can institutional capital help? 

This episode is presented by AEW Capital Management 

Speaker: Michael Acton, Managing Director, Head of AEW Research, AEW 

Mike Acton, CFA, is a Managing Director of the firm and AEW’s Head of Research with responsibility for directing the activities of AEW Research, the firm’s in-house research group. He works closely with the Fund’s investment management team in the development of the Fund’s investment strategy and criteria. Mr. Acton joined the firm in 1990 and has 34 years of experience as an economic analyst and forecaster. He is a standing member of the firm’s Investment Committee, Management Committee and Risk Management Committee. The resources of AEW Research are an integral part of AEW’s investment process and Mr. Acton works closely with senior professionals in all areas of the firm to develop investment strategies that match clients’ risk/reward objectives with market opportunities. Mr. Acton is also a member of the firm’s Compliance Committee. Prior to joining AEW, he was with DRI/McGraw-Hill where he managed the Metropolitan Area Forecasting Service. He is a graduate of Bates College (B.A.) and a CFA charterholder. 

Resources: Download AEW’s report on Essential Housing 

Listen to the full interview on Apple Podcast here.

Amidst a sea of powerful female executives, often the men at Kayo events stand out.  In this episode, we’ll meet one Kayo alumni and community member Kyle Kosmider who happens to be a male.  Managing Partner at Urban Opportunities in Nashville, Kyle has attended Kayo events summits across multiple industries and cities, and been a stalwart supporter of our activities and of the women in our network.  It’s a refreshing role reversal in the finance industry.  We’ll explore Kyle’s personal and career journey, and what it feels like to be the only man in the room. 

Kyle is Managing Partner at Urban Opportunities, a small boutique, value-add real estate investment firm focused on value-add real-estate opportunities such as multi-family and warehouse space, primarily in the mid-South. 

Featured Trailblazer: Kyle Kosmier, Partner at Urban Opportunities

Listen to the full interview on Apple Podcast here.

Brenda Sharton, partner and co-chair of Dechert’s top ranked, global privacy & cybersecurity practice, is a top privacy and cybersecurity and commercial litigator. She is one of only 16 lawyers in the country ranked as a “Leading Lawyer” by The Legal 500 for Cyber Law and Data Protection/Breach Response. A first chair trial lawyer, Ms. Sharton counsels and represents public and private corporations and their boards in complex commercial litigation, arbitrations and civil government/regulatory and enforcement matters.  Ms. Sharton is a nationally recognized expert, pioneer and thought leader in the area of privacy and cybersecurity law. She has handled over 750 data breach investigations and cyber-attacks of every type and size for companies in every industry ranging from start-ups to global multi-billion dollar public companies. Ms. Sharton has handled some of the highest-profile data breaches brought by nation states, organized crime, insiders and other threat actors, including the negotiation of ransom/ransomware, business email interruption/Office 365 attacks, corporate and nation state espionage, DDoS, insider threats and theft of computer/electronic data of all types. She has defended companies in hundreds of privacy-related government investigations and enforcement actions brought by global and U.S. regulators, including state attorneys’ general, the FTC, HHS/OCR for HIPAA breaches, the SEC Cybersecurity Division, European regulators among others, as well as defended public and private companies in class action litigation arising from those data breaches.

John Ansbach, Vice President, Engagement Management, at Stroz Friedberg, an Aon Company leads complex cybersecurity incident and breach response projects for organizations all over the world, including Fortune 100 companies in various industries and private equity firms and their portfolio companies. He also supports clients in proactively building cyber resilience – through advisory, threat intelligence and testing work — to resist and defend against cyberattacks, and to help prevent them in the first place. In addition to this work, John leads digital forensic investigations, including those involving employment matters, as well as those driven by FTC, FCPA, SEC and other regulatory requirements. He brings the firm’s robust eDiscovery capabilities to bear for clients in need of electronic discovery and litigation support. 

Guests: Brenda Sharton, Partner and Co-Chair of Global Privacy and Cybersecurity Practice, Dechert LLP; and John Ansbach, Vice President, Engagement Management, Stroz Friedberg, an Aon Company

Featured Trailblazer: Brenda Sharton, Dechert

Listen to the full interview on Apple Podcast here.

Brenda Sharton, partner and co-chair of Dechert’s top ranked, global privacy & cybersecurity practice, is a top privacy and cybersecurity and commercial litigator. She is one of only 16 lawyers in the country ranked as a “Leading Lawyer” by The Legal 500 for Cyber Law and Data Protection/Breach Response. A first chair trial lawyer, Ms. Sharton counsels and represents public and private corporations and their boards in complex commercial litigation, arbitrations and civil government/regulatory and enforcement matters.  Ms. Sharton is a nationally recognized expert, pioneer and thought leader in the area of privacy and cybersecurity law. She has handled over 750 data breach investigations and cyber-attacks of every type and size for companies in every industry ranging from start-ups to global multi-billion dollar public companies. Ms. Sharton has handled some of the highest-profile data breaches brought by nation states, organized crime, insiders and other threat actors, including the negotiation of ransom/ransomware, business email interruption/Office 365 attacks, corporate and nation state espionage, DDoS, insider threats and theft of computer/electronic data of all types. She has defended companies in hundreds of privacy-related government investigations and enforcement actions brought by global and U.S. regulators, including state attorneys’ general, the FTC, HHS/OCR for HIPAA breaches, the SEC Cybersecurity Division, European regulators among others, as well as defended public and private companies in class action litigation arising from those data breaches.

John Ansbach, Vice President, Engagement Management, at Stroz Friedberg, an Aon Company leads complex cybersecurity incident and breach response projects for organizations all over the world, including Fortune 100 companies in various industries and private equity firms and their portfolio companies. He also supports clients in proactively building cyber resilience – through advisory, threat intelligence and testing work — to resist and defend against cyberattacks, and to help prevent them in the first place. In addition to this work, John leads digital forensic investigations, including those involving employment matters, as well as those driven by FTC, FCPA, SEC and other regulatory requirements. He brings the firm’s robust eDiscovery capabilities to bear for clients in need of electronic discovery and litigation support. 

Guests: Brenda Sharton, Partner and Co-Chair of Global Privacy and Cybersecurity Practice, Dechert LLP; and John Ansbach, Vice President, Engagement Management, Stroz Friedberg, an Aon Company

Featured Trailblazer: Brenda Sharton, Dechert

Listen to the full interview on Apple Podcast here.

Brenda Sharton, partner and co-chair of Dechert’s top ranked, global privacy & cybersecurity practice, is a top privacy and cybersecurity and commercial litigator. She is one of only 16 lawyers in the country ranked as a “Leading Lawyer” by The Legal 500 for Cyber Law and Data Protection/Breach Response. A first chair trial lawyer, Ms. Sharton counsels and represents public and private corporations and their boards in complex commercial litigation, arbitrations and civil government/regulatory and enforcement matters.  Ms. Sharton is a nationally recognized expert, pioneer and thought leader in the area of privacy and cybersecurity law. She has handled over 750 data breach investigations and cyber-attacks of every type and size for companies in every industry ranging from start-ups to global multi-billion dollar public companies. Ms. Sharton has handled some of the highest-profile data breaches brought by nation states, organized crime, insiders and other threat actors, including the negotiation of ransom/ransomware, business email interruption/Office 365 attacks, corporate and nation state espionage, DDoS, insider threats and theft of computer/electronic data of all types. She has defended companies in hundreds of privacy-related government investigations and enforcement actions brought by global and U.S. regulators, including state attorneys’ general, the FTC, HHS/OCR for HIPAA breaches, the SEC Cybersecurity Division, European regulators among others, as well as defended public and private companies in class action litigation arising from those data breaches.

John Ansbach, Vice President, Engagement Management, at Stroz Friedberg, an Aon Company leads complex cybersecurity incident and breach response projects for organizations all over the world, including Fortune 100 companies in various industries and private equity firms and their portfolio companies. He also supports clients in proactively building cyber resilience – through advisory, threat intelligence and testing work — to resist and defend against cyberattacks, and to help prevent them in the first place. In addition to this work, John leads digital forensic investigations, including those involving employment matters, as well as those driven by FTC, FCPA, SEC and other regulatory requirements. He brings the firm’s robust eDiscovery capabilities to bear for clients in need of electronic discovery and litigation support. 

Guests: Brenda Sharton, Partner and Co-Chair of Global Privacy and Cybersecurity Practice, Dechert LLP; and John Ansbach, Vice President, Engagement Management, Stroz Friedberg, an Aon Company

Featured Trailblazer: Brenda Sharton, Dechert

Listen to the full interview on Apple Podcast here.

Samantha R. Koplik focuses her practice on leveraged finance transactions for private equity firms, strategic buyers, institutional investors, biotech/pharma companies, private debt funds and other providers and consumers of debt financing. Ms. Koplik advises clients on a broad range of domestic and cross-border financing transactions, including acquisition financing, recapitalizations, strategic capital raises, restructurings and exits. She also provides general financing and corporate advice to a number of private equity portfolio companies and other operating companies across various industries.

Featured Trailblazer: Samantha Koplik, Dechert

Listen to the full interview on Apple Podcast here.

Business often cannot afford to hire a full-time person for every seat on the leadership team. That’s where fractional leaders can step in and help.  This episode interviews a Kayo team member, our Head of Sales, Glenn Kurtz on what it’s like to sit on a leadership team as a part-time, “fractional leader”. Glenn will share his tips on how to integrate into the culture of a firm and how frameworks EOS (“Entrepreneurial Operating System”) can help.  

Featured Trailblazer: Glenn Kurtz, James River Sales Advisors

Listen to the full interview on Apple Podcast here.

We’re heading south! Join us as we gather the latest insights on current investment activity across the sunbelt. Which regions are attracting the most capital and talent and why? We’ll hear from two experts from Prudential Private Capital: Amanda Fallaw, Director of Direct Lending across the southeast and Brooke Ansel, Vice President, Corporate Finance in the southwest. 

Join Kayo Founder and host, Lindsay Burton, and featured trailblazers Amanda Fallaw and Brooke Ansel, Prudential Private Capital, on June 3 at 2pm ET for the next live recording of The Knockout.

Sponsored by RSM LLP

RSM US LLP is the leading U.S. provider of audit, tax and consulting services focused on the middle market.

Sponsored by:

Ballerina, valedictorian, mother, private equity leader – over the course of her career, Eleena Melamed has held all of these titles.  Beginning her career as a dancer with the American Ballet Theatre, today, she is a Director at one of the top private equity firms in the world, KKR.   Her path from ballet to private equity and motherhood was filled with obstacles, but by using her discipline, drive, resilience and love for the people around her, she has been able to stay the course.  Hear how dancing prepared her for her career in finance. 

Sponsored by RSM LLP

RSM US LLP is the leading U.S. provider of audit, tax and consulting services focused on the middle market.

Sponsored by:

The pandemic shed light on the need for manufacturers to prioritize infrastructure investments to remain competitive. How are manufacturers reimagining supply chains? How is data propelling decision making? Shruti Gupta, Senior Manager, Tax Services – International Tax, Transfer Pricing, at RSM joins us to share the top trends in manufacturing today. 

Shruti Gupta, Senior Manager, Industrials Senior Analyst

In January 2019, Shruti was selected as a senior analyst in RSM’s cutting-edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions influencing middle market leaders. Shruti’s focus is on the industrials industry. Shruti has more than 15 years of experience advising multinational clients on their transfer pricing planning, supply chain structuring, global compliance and controversy management strategies. She has extensively worked with globally active companies with operations spanning multiple jurisdictions across the Americas, Europe and Asia to structure and defend their tax effective supply chains, global and regional headquarter services’ framework, intangible property planning and global effective tax rate reduction strategies.   

Articles:

Top 7 Manufacturing Trends to Watch

Manufacturing and Energy Outlook 

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Shruti Gupta on May 20 at 2pm ET for the next live recording of The Knockout.

Sponsored by:

Ashley Evans, technology investor at the Carlyle Group, had just had her son Tony when she spoke at the first Kayo conference in 2014.  Four years later, Tony was diagnosed with SynGAP1 syndrome, a rare genetic neurodevelopmental disorder caused by mutations in the SYNGAP1 gene.  Without any prior knowledge of this rare disease, Ashley and her husband dove in and learned everything they could. They realized science is moving fast, and with the heart of parents and mindset of investors, they decided to do something. 

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Ashley Evans, Carlyle Group, on May 13 at 2pm ET to hear the story of how the Syngap Research Fund was formed, and how Ashley and her family plan to accelerate the science to Tony and other individuals with rare disease. 

Sponsored by RSM LLP

RSM US LLP is the leading U.S. provider of audit, tax and consulting services focused on the middle market.

Sponsored by:

If 2020 was the year of the SPAC, what’s in store for 2021?  What are your exposures and liabilities as directors and/or officers throughout the lifecycle of a SPAC?  What insurance solutions are available to address your risks?  How do Directors’ & Officers’ Liability insurance underwriters view SPACs and how are they pricing their capital in the current market environment?  What can SPACs do to best protect against the significant liabilities faced by you as directors and officers while minimizing insurance-related expenses?  In this episode, we’ll unpack these items and more.   

Join Kayo Founder and host, Lindsay Burton, and featured trailblazers Jacalyn Kroupa, and Carrie O’Neil, CAC Specialty, for a discussion on how to avoid a SPAC mess with costs and liabilities rising significantly. 

Executive compensation trends are evolving quick with a new administration and a greater focus on ESG and risk management. What are the key trends business leaders and investors need to understand about compensation today?

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Gillian Emmett Moldowan, Shearman & Sterling, as they discuss human capital trends business leaders and investors need to focus on.

Interested in learning more? Click here to view the Shearman & Sterling Selected Perspectives on ESG report.

Personal setbacks are never easy, but often they are a catalyst for growth and opportunity. Anna Edwin, Global Head of Talent Development at TPG, like all us has faced setbacks and had moments of doubt. However, she has developed a knack for turning setbacks into comebacks and even triumphs. This episode will explore how she navigated obstacles on the road to becoming a senior leader at one of the world’s leading private equity firms, and her work to build TPG into a more diverse, equitable and inclusive organization. 

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Anna Edwin, Global Head of Talent Development at TPG, as they discuss how Anna navigated obstacles on the road to becoming a senior leader at one of the world’s leading private equity firms.

There’s no doubt ESG has become a common metric that investors and asset managers alike must consider when evaluating investments. The real questions are: how is ESG tracked and how does it create lasting value for all?

Listen as Kayo Founder and host, Lindsay Burton, and featured trailblazer Daniele Horton of Verdani Partners, walk us through three key factors of ESG in real estate – net zero targets, building health and resiliency.

Minority Deposit Institutions (MDIs) promote economic viability of minority and lower-income urban and rural communities. Formed from the descendants of an entrepreneurial group of community bankers, MDIs leverage their understanding of the local markets and needs to expand access to credit. Where do MDIs exist today? Who are they supporting? How do the national banks benefit?
· What is the CRA?
· Examples of community development activities
· How is TCB involved in MDIs?

Join Kayo Founder and host, Lindsay Burton, and featured trailblazers Effie Dennison, Texas Capital Bank and Kim Saunders, National Bankers Association, as they discuss where MDIs exist today and how the national banks benefit.

Sponsored by:

In stark contrast to most of commercial real estate, demand for laboratory space has skyrocketed in 2020. Most people who work in the life sciences — pharmaceutical, biotech and other medical research fields — can’t do their jobs from home. That, combined with an increased investment in life sciences has helped fuel a real estate scramble for lab space.  What are the unique challenges to building laboratory space? 

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Susie Harborth, Executive Vice President, Business Operations at Breakthrough Properties,  as they discuss what unique demands to life sciences tenants have and why is it so hard to find lab space.

Sponsored by:

2020 was a record year for the number of cyberattacks, which have only increased in 2021. As attacks increase in sophistication and frequency, how are private equity investors factoring in this risk? What should investors consider when conducting due diligence to reduce risk? What are the best steps to take to reduce risk before, during and after a data breach?

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Brenda Sharton, co-chair of Dechert’s Global Privacy and Cybersecurity practice, as they walk us through steps to avoid falling victim to cybersecurity risk. 

Sponsored by:

Healthcare patients nationwide demand access to efficient and cost effective services, and more recently, from the security of their own homes. It’s no surprise that specialized technologies and tools require large amounts of capital. As practices turn to private equity, what obstacles and opportunities exist? 

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Amel Hammad, Conway MacKenzie, as they discuss how new capital foster synergies and where does it go from here.

Sponsored by:

Across the Permian Basin, ongoing oil and gas drilling operations leave producers with an excess capacity of water. How are producers responding? How are private equity-backed companies capitalizing on the need for a more sophisticated water management industry?

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Molly Butkus, Partner at Bracewell as they discuss what’s happening in the produced water industry.

Sponsored by:

Bootstrapped business owners sometimes fear private equity investors.  Kelley Powell, author of Courage to Lose Sight of Shore, understands their fears and helps business owners to navigate the path of private equity. This episode will help private equity investors understand hesitations and uncertainties from the other side of the table.

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Kelley Powell, MacLaurin Group,  as they discuss how to be a great partner to business owners considering private equity capital.

Sponsored by:

At the start of 2020, credit managers were well positioned and eager to launch new investment strategies and chase higher returns in a low interest environment. Then the market was disrupted. How did attitudes shift post market disruption and what’s the outlook for 2021?

Join Kayo Founder and host, Lindsay Burton, and featured trailblazers Amanda Persaud, Katie Waite, & Laurel FitzPatrick of Ropes & Gray,  as they discuss the outlook for credit markets in 2021.

Ropes & Gray, together with Debtwire, has conducted two new surveys—one just prior to the introduction of COVID-19 lockdown restrictions and the other in the midst of the pandemic—to get a sense for how credit fund managers are shaping their investment strategies in light of the economic upheaval and uncertain market conditions brought about by COVID-19.

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Climate change is revealing infrastructure vulnerabilities. Storms, floods, and fires continue to threaten the electric power grid, water storage, transportation and telecommunications. What should investors and developers consider when investing in these large assets?  What can be done to lessen the impact on global infrastructure? 

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Mekala Krishnan, McKinsey Global Institute, as they discuss investing, climate change, and the impact on global infrastructure.

Sponsored by:

It may surprise many of us to hear that retail had a record year in 2020, because retail is more than just shopping malls. Grocery, consumer electronic and home improvement all saw positive gains in 2020. Monica Aggarwal from Fitch Ratings is here this week to share myths vs reality when it comes to retail performance and 2021 outlook.

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Monica Aggarwal, Managing Director and Head of Retail & Consumer Team at FitchRatings, as they dive into the business and financial trends retailers can expect for 2021.

Sponsored by:

Private equity investors are brilliant at investing in companies, but often clueless when it comes to protecting them and surprised at how little their insurance actually does for them when problems arise.  Ashley Hunter has built her insurance practice, HM Risk, from the ground up to help private equity firms put policies in place to actually protect their investments.  

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Ashley Hunter, HM Risk as they dive into the five tips that will help private equity firms and company leaders to sleep well at night while they build great companies by day.

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Tech’s high-growth prospects and resiliency in a downturn have made it an attractive sector for equity and debt investors alike. How are investors managing their current portfolio companies? Where are they looking to put capital to work? With record M&A activity, skyrocketing valuations, will it remain hot in 2021? 

Join Kayo Founder and host, Lindsay Burton, and featured trailblazers KC Kanoff, Mainsail Partners, and Sharmila Kumar, City National Bank, as we sit down on both sides of the financing table – equity and debt – to explore the tech deal market in 2021.

Sponsored by:

Homeownership has long been seen as the path to the middle class. Shelley Halstead, founder of Black Women Build, is on a mission to use homeownership as a tool for building generational wealth for black women. Carpenter, law school graduate, former firefighter and construction worker, Halstead combines her unique skill set to train women to build, buy and restore row homes in Baltimore.

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Shelley Halstead, Black Women Build, as they discuss how Shelley developed Black Women Build, what obstacles she has faced and what her vision for the future is today.

Sponsored by:

Everyone can be an impact investor. What does it take to drive sustainable impact alongside financial return?

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Priya Parrish, Managing Partner of The Impact Engine, as they dive into the emerging private impact ecosystem and why it’s poised for growth.

Sponsored by:

   Are you having trouble staying motivated? Have you lost sight of your goals for the year? Are you tired? There’s a reason. Humans are predictive organisms and stripped of certainty, it’s no surprise we’re struggling. Professor, psychologist, and author of Clearer, Closer, Better: How Successful People See the World, Emily Balcetis will share tricks on how to set goals, stay motivated, reassert control where we can, and live with uncertainty when we need to.

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Emily Balcetis, social psychologist and Associate Professor of Psychology at New York University for a webinar discussion.

Sponsored by:

Back office excellence is critical for any investor attracting capital and transforming growth. This holds true today with increasingly complex regulations, demand for transparency and rising data security concerns. 

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Delphine Jones of PEF Services, as they walk us through key steps on how to minimize operational risk in this essential function.

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Inherent to its nature, real estate consumes physical resources that release carbon emissions and are exposed to risks and impacts from climate change. How can investment committees and portfolio companies integrate environmental considerations into investment decisions?  What progress has been made and how can we drive investments that are committed to being a part of the solution and not the problem? What steps need to be taken to improve environmental performance?  How is the regulatory and policy landscape changing to address climate change?  

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Maureen Joyce, Director at AEW Capital Management, to learn how to adopt environmental practices that provide a return for investors in real estate.

Sponsored by:

Leon Brujis, Partner at Palladium Equity Partners, can relate to the experience of many women in finance because he too started out as an “outsider”. It’s not a rags to riches story, however as an Argentinian immigrant without a home to return to after college, Leon struggled to secure a work visa and to find an entry point into finance. Now, with his seat at the table secure, Leon shares how he turned obstacles into opportunities and why believes access to capital is the last frontier of the civil rights movement.

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Leon Brujis to learn how to navigate the private equity landscape as an “outsider.”

Sponsored by:

Ian Asvakovith and Mina Ringler joined forces to co-found Piedmont Fund Services in 2005. Ian (CEO) is a visionary and Mina (COO) brings operational excellence and the knowledge of how to scale. Together they make a great team, but that doesn’t mean that the relationship doesn’t take work.

Join Kayo Founder and host, Lindsay Burton, and featured trailblazers Ian Asvakovith and Mina Ringler to learn how co-founders find one another, align on vision and values, and manage the inevitable friction that comes with scaling an innovative, value-based business.

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With more direct reports and oversight of issues outside the finance function, the role of the CFO is changing, and executives like Julie Anderson, CFO at Texas Capital Bank, have to grow along with it. Over 20 years, Julie has been involved in mission critical work at TCB, including its IPO in 2003.

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Julie Anderson, as we learn how her role has evolved alongside the company’s rapid growth, and how the challenges along the way have shaped her role as a leader.

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The economic pain caused by the coronavirus outbreak has been unrelenting, hitting nearly all industries and sectors. As the first waves of affected businesses explore their restructuring options or succumb to bankruptcy, many are turning to advisors for help. 

Join Kayo Founder and host, Lindsay Burton, and featured trailblazers Mary Kogut Brawley, Partner at Kirkland & Ellis, Aparna Yenamandra, Partner at Kirkland & Ellis, and Nicole Greenblatt, Partner at Kirkland & Ellis, for a discussion on the coming surge of financial distress and the challenges it presents in the current environment.

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Opportunity Zones were a hot topic throughout commercial real estate in 2019, and investors were excited. The tax benefits and robust economy made the investment model of investing in disenfranchised communities attractive. But will that change now due to the pandemic?

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Jill Homan, President of Javelin 19 Investments, for a webinar discussion on Opportunity Zones.

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Energy storage is a rapidly growing segment of the clean energy sector, and prices are dropping fast. However, massive deployment numbers and dropping costs won’t streamline project finance for energy storage in the short term. Many are still struggling to understand how to value energy storage as an investment. What are the use cases for battery storage? Through value stacking, can stakeholders monetize the various use-case applications of storage? Should utilities view battery storage as a limitation or a business opportunity?

Join the discussion with Kayo Founder and host, Lindsay Burton, and featured trailblazer Mary Doswell, Founder and CEO of Doswell Strategic Consulting Services.

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Join Kayo Founder and host, Lindsay Burton, and featured trailblazers Kristen Rathfelder, Director of Private Equity at RSM, and Kate Rubenstein, Managing Director of Portfolio Operations at The Blackstone Group, for a discussion on how private equity supports portfolio companies during COVID-19.

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Now more than ever, private funds need a rockstar in their business development and investor relations seats. In a recent Kayo survey, 60% of respondents say fundraising is somewhere between “a little harder” and “nearly impossible” during the COVID era.

Whether you’re recruiting a for a new role on your team, or you’re an investor relations executive trying to up your game, join Kayo Founder and host, Lindsay Burton, and featured trailblazer Sasha Jensen, Founder of Jensen Partners, for a discussion with the industry’s leading executive search firm for capital raising candidates.

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They say the shortest distance between two points is a straight line. But that’s rarely how things work in life and career. Our careers are full of twists and turns and obstacles to navigate. Angele Robinson-Gaylord, now a real estate business executive in her role as President of the North America Real Estate Cluster at IKEA Group, started out in a very different place from where she is today. She never studied real estate in college or law school. She had no family or personal connections in the business. How did she find her way to the top?

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Angele Robinson-Gaylord to hear about her journey from litigator to real estate exec, and what lessons she learned along the way.

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Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Danielle Patterson, Partner at Vinson & Elkins, for a discussion on the future of hydrocarbons.

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What is the true value of water? Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Cindy Wallis-Lage, President of Black & Veatch, for the discussion on this episode of The Weekly Knockout.

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Who should be on your personal board of directors and why? Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Lauren Dillard, Executive Vice President of Global Information Services at Nasdaq, for the discussion on this episode of The Weekly Knockout.

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Private equity firms (“GPs”) are pursuing some unconventional paths to liquidity. Imagine a GP has a fund coming to the end of its life, but there are still good assets that it’s loathe to abandon. Can GPs transfer assets from one fund to another? This type of “cross-fund sale” was a practice once thought taboo. Now, it is becoming more commonplace.

Join Kayo Founder and host, Lindsay Burton, and featured trailblazer Nicole Washington, Partner at Kirkland & Ellis, for a discussion on how some GPs are getting creative, navigating conflicts, and pursuing paths to liquidity.

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